Insights and Education

Washington State recently introduced new taxes that have many high net worth residents considering relocation. These include estate taxes, a luxury vehicle tax, a luxury aircraft tax and a millionaires tax. If you want to reduce your tax burden while maintaining or improving your quality of life, moving to another state might be a practical option. This post explores states with favorable tax climates, discusses quality of life factors, and offers practical steps to prepare f

Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.

The Washington State Luxury Sales Tax on Cars

One Big Beautiful Bill Act (OBBBA) enacts sweeping tax reforms. Find out the key provisions for wealthy individuals, their businesses, and their charities.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

Amazon RSU policy and new RSU choice

Overview of Accredited Investor, Qualified Client, Qualified Purchaser, and Qualified Institutional Buyer investor types.

Introduction: Turning 18 marks an important legal milestone, granting young adults the ability to make independent decisions regarding their healthcare, finances, and legal matters. While this newfound autonomy is exciting, it also introduces potential risks if the proper protections are not in place. At Avantia, we guide families through the essential estate planning documents that ensure both parents and young adults have clarity and confidence. From healthcare proxies and

On April 3rd, President Trump announced unexpectedly large and sweeping reciprocal tariffs, sending shockwaves through financial markets....